Invite others to view or help manage a portfolio you own. Choose whether they can view only or also make changes, and revoke access at any time.
Open the Sharing Screen
Open the Switch Portfolio sheet and tap the gear icon next to the portfolio. (The gear only appears on portfolios you can manage — ones you own or that are shared with you as Read & Write. It's hidden for read-only shares and Portfolio View groups.)
On Portfolio Settings, scroll to Sharing and tap Portfolio Sharing.
Invite Someone
Tap Share Portfolio.
Fill in the Invite User form:
Email (required).
First Name and Last Name (optional).
Access Level — Read Only (view only) or Read & Write (can also edit).
Tap Send Invite. An email invitation is sent.
You'll see Portfolio shared successfully and the person appears in the list. Tap Cancel to back out without inviting.
See Who Has Access
Everyone you've shared with is listed at the top, showing their name, access level (Read Only or Read & Write), and status — Accepted (green) or Pending.
If it isn't shared yet, you'll see This portfolio is not shared with anyone.
Stop Sharing With Someone
Tap Unshare next to their name.
Confirm with Yes, Unshare (or No, Keep Sharing to cancel).
You'll see Access revoked once it's done.
Tip: Portfolios shared with you appear under Shared with Me in the Switch Portfolio sheet, with a small lock if your access is read-only.